Organization

As an estate planner, I deal with lots of generous, kind folks with very big hearts (and sometimes, big wallets to match). 

That’s not always the case- sometimes clients have a more modest estate that belies their generous spirits. 

In this series, I’m offering a weekly Q&A to outlines some mistakes I've seen my generous clients make- along with my recommended course-correct plan of action!

Even if you're nowhere close to thinking about retirement, there are things you can implement in your business right now to prepare for way down the road...

We write to you today to update you with Phillip Ballenger’s action plan in light of the escalating spread of the novel Coronavirus.  This post includes important updates for our clients as it relates to our ongoing business operations, important Court updates, and fact-based resources. 

We will continue to send further information on our procedures as this develops, all of which will also be posted on our blog, so please check back for updates. 

Link to a timely Kiplinger article by article by H. Dennis Beaver on legal advice related to the Coronavirus situation...

Many presume the single essential document is a Will or Revocable Trust.

While a Will (or more importantly Trust) is critically important, the most important document may be one you haven’t heard of- the HIPAA Authorization...

In honor of Veteran’s Day, this week’s guest blog is by Jim McKinley (www. moneywithjim.org) and covers some of the benefits available to Senior Veterans.

Student loans have become a necessary evil for many college students.  The increase of college tuition along with the rise of college attendance creates the perfect storm for more student loan debt. 

Why is this happening and why is the term, "crisis" used when discussing the issues involving student loans?

A recent report found that the US now has 27 Million Entrepreneurs!  

Which raises the question: Why are there so many individuals wanting to go into business for themselves when it would be far ‘easier’ to be employed?

As an entrepreneur myself, I can honestly say that it’s not just a personality type or functional reason, but also very much a trend to no longer follow in the footsteps of their forefathers as classic employees, regardless of the benefits...

I finally had enough of running out of time and decided to get to the bottom of why. I very quickly realized how much time in my day I was wasting and was shocked by the number of extremely important tasks were still sitting on my ‘to do list’ from months ago! 

On last week’s blog, we shared some easy, practical tips on how to get organized prior to the upcoming school year (See Part 1 Here). 

Today, we're sharing Part 2, with some reminders & advice on how to get your estate plan in order, before your schedule fills up and procrastination sets in!